# ASSET ONE WEALTH MANAGEMENT, LLC

ASSET ONE WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 336350
- Type: SEC-registered investment adviser
- SEC file number: 801-132828
- Location: 11201 SE 8TH STREET, SUITE 105, BELLEVUE, WA, 98004
- Phone: (425) 504-8200
- Latest filing: 2026-07-09
- Regulatory AUM: $982.5M
- Discretionary AUM: $982.5M
- Clients: 19
- Accounts: 3,056

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Robert Thomas Phillips | MANAGER; MANAGING PARTNER | — |
| Richard Leeway Chen | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Don J Petricic | MANAGER; MANAGING PARTNER | — |
| Austin Lawrence Velarde | MANAGER; MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336350/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336350/similar
- Related entities: https://search.stillhousedata.com/firm/336350/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336350

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.